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Nevermind TEAM College Planning

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Understanding Today's Financial Environment

As an independent financial consultant, we work for YOU, not a financial institution.  Everything we do, we believe is challenging the status quo.  We believe in thinking differently about today's financial environment. From helping families plan for college expenses, Social Security maximization, income planning and wealth accumulation, your Next Phase starts here! 

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Presentations

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Articles

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Helpful Content

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

 

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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